See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,021 | $102,317+352.5% | $146,958+215.1% | $80,856+472.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.35% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $7,661 | $3,713+106.3% | $4,933+55.3% | $2,755+178.1% |
| Participant deferral / active EE | $12,287 | $6,644+84.9% | $8,070+52.3% | $4,296+186.0% |
| Admin fee / account holder | $22,125 | $7,941+178.6% | $12,998+70.2% | $6,918+219.8% |